We’re excited to announce that Steve Frank, AIF®, has joined the EmVision Capital Advisors team as a wealth advisor, director of retirement plan services, and partner! With over 35 years of experience in the financial services industry, Steve brings a wealth of knowledge and expertise that will greatly benefit our clients. 

Expertise and Proven Success

Steve’s career has spanned numerous prestigious firms, beginning at MetLife in Pittsburgh and evolving through his founding of Frank Wealth Management in 2009. His journey has been marked by successful mergers and a steadfast commitment to his clients, focusing primarily on personal and corporate retirement plans. With a diverse background that includes serving 401(k) plans and managing client assets, Steve has honed the skills necessary to navigate the complexities of financial planning. 

Client-Centric Approach

At the core of Steve’s philosophy is a commitment to client education. He empowers his clients to make informed decisions that align with their long-term financial goals. This approach not only fosters trust but also cultivates a deeper understanding of the financial landscape, enabling clients to feel confident in their choices.

Steve believes that financial success should be accessible to everyone, whether it’s saving for a child’s education or enjoying a stress-free retirement. His dedication to ensuring clients achieve their goals is what sets him apart.

Enhancing Our Team and Elevating Client Experience

Joining EmVision is not just a career move for Steve; it’s a strategic decision rooted in his desire to provide the best for his clients as part of his succession planning.

“Steve’s alignment with our values and mission is evident, and we are thrilled to welcome him to our team,” said Michael Embrescia, President and CEO of EmVision Capital Advisors. “We’re equally excited to work with the clients he brings with him and look forward to providing them with exceptional service and support.”

More Resources Available to Clients

With Steve’s extensive background and active participation in professional groups like the Summit Study Group and the Retirement Plan Advisory Group (RPAG), clients will benefit from his broad network and insights into industry trends as well as his educational offerings. This enhances our ability to provide comprehensive financial solutions tailored to clients’ needs.

With Steve Frank on board, you can expect a heightened level of service and a partner who is deeply invested in our clients’ financial well-being. His experience and dedication will further enhance the quality of advice and support you receive from the EmVision Capital Advisors teams.

If you have any questions, please don't hesitate to contact us.

James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.